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| Provider | Service type | Compensation |
|---|---|---|
CAPSTONE WEALTH ADVISORS4+ years Service code 27 5875 CASTLE CREEK PARKWAY, STE. 185 · INDIANAPOLIS, IN 46250 | Advisory (Plan) | $8,263 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,382 | $58,093-92.5% | $80,022-94.5% | $56,287-92.2% |
| Participation rate | 76.7% | 73.6%+3.1pp | 75.8%+0.9pp | 69.9%+6.8pp |
| Annual return | -2.28% | 34.63%-36.9pp | 11.22%-13.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $43 | $623-93.1% | $6,521-99.3% | $521-91.8% |